+36.2%
SNPS vs ZS
-44.0%
+80.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.8% |
| 7D | -0.6% | -13.4% | +12.8% | +4.1% |
| 30D | -9.8% | -16.6% | +6.8% | -4.7% |
| 3M | +11.7% | +10.3% | +1.4% | +6.2% |
| 6M | -10.9% | +28.1% | -39.1% | -23.2% |
| YTD | -2.1% | -13.3% | +11.3% | -3.8% |
| 1Y | +14.8% | -40.7% | +55.5% | +29.2% |
| 3Y | -11.3% | +11.4% | -22.7% | -23.2% |
| 5Y | +36.2% | -42.2% | +78.4% | +36.9% |
| All | +36.2% | -44.0% | +80.2% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling